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Wednesday, December 2, 2015

Looting some interesting speculation from Lurker and Frank from OLED-INFO

Lurker
I changed my mind about AMD,
I changed my mind about AMD, based on some linkedin information.  I believe they are the tier one helping eMagin get foundry support.  BTW, the Radeon Technologies Group (RTG) is a newly formed group of AMD under Raja Koduri, focusing on VR and AR.  RTG works closely with Oculus.  The focus groups talked about in the CC made me wonder if Oculus was involved with eMagin and Andrew has some LinkedIn activity with FB/Oculus, as well as Dan with John Carmack. To say the least, Oculus has eMagin on their radar and I feel like I am only wishing for more involvement, we'll see.  There is stronger evidence of an AMD eMagin link.  It seems to me AMD/RTG may be courting eMagin to build a nice HMD to help show off AMD's hardware.  AMD foundry is Global Foundries and TMSC.  I think eMagin is working with Global Foundries.  I find it interesting the last CC Andrew says "..so significant investment would have to be in equipment. And whether that comes from the customers or foundry partners, either one of those makes sense to us." 
So we have the 2k x 2k coming down the pike for VR, and the other one I will assume is going to be SXGA096, just because it makes economic sense.
I am very confident that EverySight is eMagin inside.  My confidence comes because Andrew is friends with Lance Berk on Linkedin and because of the history of Elbit and eMagin.  As far as the market goes, Recon Jet was 65k units sold over a period of a few years.  With FWS coming in 2016 possibly 20k units and Everysight coming with similar volume, hopefully we have a better year of revenue coming in 2016.  
I lastly comment on other companies I wonder about:  Google, Microsoft, and Intel.  Google glass two is appearing to be without an Oled version for now, but I'll continue to hope.  Microsoft Hololens seems to likely be LCOS, since they come from ODG tech, but there is some hope there as well. Lastly, I mention Intel only because of some Linkedin activity.

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